LA

Legacy Advisors Portfolio holdings

AUM $810M
1-Year Est. Return 22.88%
This Quarter Est. Return
1 Year Est. Return
+22.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
-$1.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.36M
3
+$1.27M
4
MSFT icon
Microsoft
MSFT
+$866K
5
LBAI
Lakeland Bancorp Inc
LBAI
+$806K

Top Sells

1
+$4.98M
2
+$4.85M
3
+$2.71M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.66M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$829K

Sector Composition

1 Financials 18.42%
2 Consumer Discretionary 7.71%
3 Communication Services 6.13%
4 Utilities 5.06%
5 Energy 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$8K 0.01%
27
327
$8K 0.01%
183
328
$7K 0.01%
117
329
$7K 0.01%
170
+70
330
$7K 0.01%
97
331
$7K 0.01%
278
332
$7K 0.01%
110
333
$7K 0.01%
400
334
$7K 0.01%
+500
335
$6K ﹤0.01%
62
336
$6K ﹤0.01%
131
337
$6K ﹤0.01%
+51
338
$6K ﹤0.01%
+60
339
$6K ﹤0.01%
+277
340
$6K ﹤0.01%
50
341
$6K ﹤0.01%
+200
342
$6K ﹤0.01%
72
+16
343
$6K ﹤0.01%
+154
344
$6K ﹤0.01%
70
345
$6K ﹤0.01%
+58
346
$5K ﹤0.01%
110
347
$5K ﹤0.01%
+49
348
$5K ﹤0.01%
200
349
$5K ﹤0.01%
+73
350
$5K ﹤0.01%
100
12 13
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